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Overage in Orders
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Last modified on 2/23/2012 4:07 PM by User.

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Overage in Orders

Overview

Our customers say that overage is the difference between a successful agency and a closed business. For this reason, OASIS has a number of rules built in that protects overage values as much as possible. However, you must properly label each overage value for these rules to take effect.

This document shows the user how to identify overage on an order whether converted from a quote or not and the rules OASIS uses to protect this information and properly display it to the manufacturer or customer.

 

The Overage Line

 

Converting from Quote

When quoting a job the MFG column can be left blank, but once the job is ready to convert to order(s) the user must decide how to allocate overage and assign a MFG to the column. If not, OASIS will give an error message similar to the one below. 

NOTE – the overage must assign to a MFG on the quote

Once assigned, convert the order.

The Overage line will appear on the order and will show on the print going to the manufacturer.

Example below

The important difference between an overage line and a line where the quantity is “1” and the part is “Overage” is that the overage line is only shown to the manufacturer. The overage line is never shown to the customer.

Anytime an Overage line is added to an order, the customer confirming copy will not show UNIT or Extended prices.

 

 

Overage per Fixture line

Assigning overage per fixture on an order by hand is not done often. However, when converting from a quote that uses OBase, or when using the price lookup with an “Overageable” price, the system will automatically calculate the overage per fixture.

In the example below, the Overageable Price (OBase) is $12.00, at that price the mfg pays 10% commission. If the part is sold above that price, then it is Overage and the split policy with the mfg applies (75%). In the quote the Sell price is $20.00, so there is a profit of $8.00 per part that you will split with the mfg. 

NOTE - One reason to manually key overage per fixture on an order is to show the UNIT or Extended price on the customer confirming copy.

 

When converted to an Order, the Net price reflects the OBase ($12.00).

Overage reflects the difference between Net Price and Sell.

 

When Printed, Overage is shown properly including the split amount with the mfg.

 

Printing Orders

The manufacturer copy of the order will always show the overage amount. This is true whether or not the overage line is used or the overage is recorded per fixture.

The customer confirming copy will only print orders with overage when the overage is added to individual fixture lines. The overage line will force OASIS to only show a lot amount for the order.

 

Project and Order Status Reports

Overage lines are NEVER printed on project status or web reports.